Workshop Overview
Is Your Business Ready to Scale?

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90% of businesses fail to execute their strategies successfully.
The Balanced Scorecard, by David Norton and Robert Kaplan
Over 55% of executives state that not having the ability to identify and mitigate risk and capture opportunity will thwart hitting revenue and profitability growth goals.
The 2023 State of Data-Driven Growth Report
Data-driven companies experience 30% annual growth rates than their laggard counterparts.
Accenture
90% of businesses fail to execute their strategies successfully.
The Balanced Scorecard, by David Norton and Robert Kaplan

Overview

Workshops provide CEOs and their leadership teams with a facilitated framework and process to develop or accelerate strategies and the required execution plans to meet data, revenue, and product transformation objectives.

Workshops increase strategic thinking and foster collaboration and consensus about the direction, resources, and commitments required to achieve goals.

Workshops are a highly effective way to achieve months of strategic planning and alignment and improve execution outcomes in just a few weeks.

Benefits

Narrow the gap between strategic vision, articulation, planning, and execution.
Identify roadblocks promptly through an unbiased third-party perspective.
Create a clear and concise strategic direction that unifies the team.
Establish a common language, framework, and metrics to define success.
Improve consensus building for better effectiveness and timeliness.
Expert strategic sounding board with no internal politics.
Level:
1
Foundational
2
Intermediate
3
Advanced

Avoiding Landmines

The Avoiding Landmines in Data Transformation Workshop empowers executive stakeholders to establish and execute an effective data transformation strategy. It brings together cross-functional roles to identify and implement strategies that accelerate data transformation, minimize risk, ensure ROI, and timely value delivery. Participants gain a comprehensive understanding of project risks and learn actionable measures to mitigate and manage them effectively.

Level:
1
2
3

Predictive Waterfall Forecasting

Accurate revenue forecasting is essential for financial planning and decision-making in the rapidly evolving business landscape. The workshop on Predictive and Prescriptive Waterfall Revenue Forecasting delves into advanced techniques that go beyond traditional methods to provide precise revenue predictions. This workshop is designed for financial professionals seeking deeper insights into revenue components and harnessing data-driven approaches for improved forecasting and the data requirements behind a successful approach.

Level:
1
2
3
Level:
1
Foundational
2
Intermediate
3
Advanced

The Path To Revenue Excellence

The Path to Revenue Excellence Workshop empowers commercial leaders to establish and execute the right strategy. It brings together cross-functional revenue-critical leaders and their teams to identify, commit to, and implement strategies to grow and scale revenue, profitability, and operational efficiencies. The workshop aims to provide participants with a clear and unified vision, ensuring optimal execution to achieve short and long-term goals. The goal of this workshop is to evaluate your current state and define the vision for your future state and how you will arrive there using short and long-term execution plans.

Level:
1
2
3
Level:
1
Foundational
2
Intermediate
3
Advanced
Level:
1
Foundational
2
Intermediate
3
Advanced

Frameworks

SWOT analysis of focus area: data, revenue, or product

Pre-workshop interviews and kick-off meeting with stakeholder teams

Workshop development and facilitation (virtual or in-person)

Two-hour strategy session with leadership team, providing execution recommendations to stakeholders

Options for an Execution Sustainability Plan

Options for a Deep-Dive Maturity Audit (Revenue and Data Only)

Virtual
In-person
SWOT Analysis
Kickoff call
Stakeholder interviewS
6
10
Workshop
Virtual Session / 3 - hours
In-Person Full day
POST-MORTEM Executive Call
2- hour call
2- hour call
Pricing Range
$22,000- $35,000
$35,000-$55,000

Execution Continuity Program

For clients who would like to have monthly check-in calls with stakeholder groups and executive leadership, we offer 6 and 12-month programs that include monthly calls and coaching sessions, executive reports and feedback documentation, and recommendations when gaps or stalls have been identified.

Data & TECH maturity assessment

The Data Maturity Assessment identifies opportunities for growth and the pathways required to get there for emerging data-driven organizations. Assessments review your existing data capabilities, from strategy and platforms to governance, compliance, adoption,  and culture.  It provides insight into existing gaps and where issues  may arise for any planned or inflight data transformation program.

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